David Koch, Channel 7 Sunrise Presenter and finance expert . Watch David below.
Home » “A mate of mine is Claire Mackay, a financial planning wiz and was recently gonged Financial Planner of the Year. She helps people set themselves up for the future.”
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Claire has a really good handle on all my financial affairs.
They are here for us, willing and ready to listen and help.
I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
I knew I needed a financial advisor that I could trust implicitly.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
Please contact my team to book a meeting.